Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,327 | $160,040-71.7% | $147,096-69.2% | $145,877-68.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.45% | 98.49%-86.0pp | 419.75%-407.3pp | 551.28%-538.8pp |
| Employer contribution / active EE | $3,508 | $5,289-33.7% | $4,936-28.9% | $4,663-24.8% |
| Participant deferral / active EE | $9,522 | $8,429+13.0% | $8,071+18.0% | $6,691+42.3% |
| Admin fee / account holder | $421 | $15,050-97.2% | $13,005-96.8% | $13,402-96.9% |